2025-11-13T15:18:51-06:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 222 SECOND AVE SOUTH STE 1240 NASHVILLE TN 37201 990 2024-01-01 461354013 BLAKEFORD AT HOME INC BLAK 6156659505 11 BURTON HILLS BLVD NASHVILLE TN 37215 AL GRIFFIN CFO 6156659505 2025-11-13 1 1 LAUREN MOSES P02156583 6153836592 2024 2025-03-06 01:10:19Z JANE KELLEY 11 BURTON HILLS BLVD NASHVILLE TN 37215 1876107 0 X WWW.BLAKEFORD.COM X 2012 TN SEE SCHEDULE O 12 12 57 0 0 0 0 0 2040684 1870257 2601 5850 0 0 2043285 1876107 0 0 0 0 1626947 1504427 0 0 0 157731 209453 1784678 1713880 258607 162227 713496 1034040 83513 241830 629983 792210 PROVIDE QUALITY LIFESTYLE OPTIONS AND SERVICES TO SENIOR ADULTS THAT ENCOURAGE INDEPENDENCE, INDIVIDUALITY AND PRIVACY, WHILE CREATING BOTH ECONOMIC VALUE AND LIFE ENRICHMENT OPPORTUNITIES FOR ALL THOSE WE SERVE. 0 0 1597325 1870257 THE ORGANIZATION PROVIDES QUALITY HOME CARE SERVICES IN THE STATE OF TENNESSEE, SPECIFICALLY DESIGNED TO HELP ELDERLY PERSONS ACHIEVE INDEPENDENCE, INDIVIDUALITY, AND PRIVACY. 1597325 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 57 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 TN X AL GRIFFIN CFO 6156653745 11 BURTON HILLS BLVD NASHVILLE TN 37215 JOSEPH HARWELL CHAIR/SECRETARY 1.00 X X 0 0 0 TAMMY BOEHMS TREASURER 1.00 X X 0 0 0 GINNA BETTS BOARD MEMBER 1.00 X 0 0 0 SANDY BLEDSOE BOARD MEMBER 1.00 X 0 0 0 JANET CONNOR BOARD MEMBER 1.00 X 0 0 0 FRED EWING BOARD MEMBER 1.00 X 0 0 0 ANDREW FAWAZ BOARD MEMBER 1.00 X 0 0 0 TERRY FRISBY BOARD MEMBER 1.00 X 0 0 0 DAVID GREGORY BOARD MEMBER 1.00 X 0 0 0 MARK PIERCE BOARD MEMBER 1.00 X 0 0 0 MARY CLARE PYRON BOARD MEMBER 1.00 X 0 0 0 CHRIS WAS BOARD MEMBER 1.00 X 0 0 0 BRIAN BARNES CEO/PRESIDENT 3.30 36.70 X 0 34947 2216 ALLISON GRIFFITH COO/VICE PRESIDENT 3.30 36.70 X 0 12691 835 AL GRIFFIN CFO 3.30 36.70 X 0 11524 1349 JANE KELLEY HOME & COMMUNITY BASED ED 20.00 20.00 X 0 61162 2426 0 120324 6826 0 0 0 0 0 CAREGIVING SERVICE FEE 621610 1870257 1870257 1870257 5850 5850 1876107 1870257 0 5850 127150 76290 50860 1223439 1211205 12234 31094 26119 4975 122744 121517 1227 25541 9706 15835 23770 19016 4754 18329 14663 3666 2082 1666 416 27408 27134 274 SHARED OFFICE EXPENSE 108168 86534 21634 EMPLOYEE RELATIONS/RECR 3792 3185 607 COVID -19 RELATED EXPEN 363 290 73 1713880 1597325 116555 0 449659 801149 208925 177979 3503 3503 68790 74205 -5415 -5415 56824 56824 713496 1034040 83513 241830 83513 241830 X 629983 792210 629983 792210 713496 1034040 162227 0 X 0 1 X 1 0 64917 74205 -9288 3873 3873 -5415 OTHER INVESTMENTS 56824 F 56824 X 1876107 0 1876107 0 1876107 1713880 0 1713880 0 1713880 PART X, LINE 2: BLAKEFORD, INC. IS A 501(C)(3) ORGANIZATION WHICH IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 509(A) OF THE INTERNAL REVENUE CODE. IT IS NOT CONSIDERED A PRIVATE FOUNDATION. THE BLAKEFORD AT GREEN HILLS CORPORATION IS A 501(C)(3) ORGANIZATION WHICH IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. BLAKEFORD AT HOME, INC. HAS BEEN CLASSIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE AND THEREFORE IS NOT SUBJECT TO FEDERAL INCOME TAX. BLAKEFORD ASSISTED LIVING AND HEALTH CENTER, INC. IS A 501(C)(3) ORGANIZATION WHICH IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 509(A) OF THE INTERNAL REVENUE CODE. LIVEWELL BY BLAKEFORD, INC. IS A 501(C)(3) ORGANIZATION WHICH IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 509(A) OF THE INTERNAL REVENUE CODE. OTHER AFFILIATES CONSISTING OF BLAKEFORD DEVELOPMENT SERVICES, INC. AND BLAKEFORD MANAGEMENT SERVICES, INC. ARE CORPORATIONS SUBJECT TO CORPORATE AND STATE INCOME TAX ON TAXABLE INCOME, IF ANY. THE COMPANY FOLLOWS FASB ASC GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THIS GUIDANCE PRESCRIBES A MINIMUM PROBABILITY THRESHOLD THAT A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION THAT IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE COMPANY DOES NOT BELIEVE THERE ARE ANY UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2024. ADDITIONALLY, THE COMPANY HAS NOT RECOGNIZED ANY TAX RELATED INTEREST AND PENALTIES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. FORM 990, PART I, LINE 1 TO PROVIDE QUALITY HOME CARE SERVICES TO SENIOR ADULTS THAT ENCOURAGE INDEPENDENCE, INDIVIDUALITY, AND PRIVACY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY FINANCE COMMITTEE & MANAGEMENT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH BOARD MEMBER IS REQUIRED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE FORM. IF A CONFLICT ARISES THE BOARD WILL TAKE THE APPROPRIATE ACTION TO REMEDY THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE & BOARD OF DIRECTORS REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION. THE EXECUTIVE DIRECTOR WORKS WITH HUMAN RESOURCES ON EMPLOYEE'S COMPENSATION TO ENSURE THAT COMPETITIVE SALARIES ARE OFFERED UTILIZING MARKET COMPARISONS. A FINANCE COMMITTEE OF THE BOARD OFFERS INPUT ON THE COMPENSATION PACKAGES OF OFFICERS AND KEY EMPLOYEES, HOWEVER, THE EXECUTIVE DIRECTOR HAS FULL DISCRETION. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. PERSONNEL COST BLAKEFORD AT HOME, INC. REIMBURSES A RELATED ORGANIZATION FOR PERSONNEL COSTS (WAGES, PAYROLL TAXES AND BENEFITS) RELATED TO OFFICER COMPENSATION. THE 990 REFLECTS THE ACTUAL EXPENSES PAID TO REIMBURSE THE RELATED ORGANIZATION FOR ITS OFFICERS. BLAKEFORD INC 11 BURTON HILLS BLVD NASHVILLE TN 37215 300119044 SUPPORT ORGANIZATION TN 501(C)(3) LINE 12A, I N/A 0 BLAKEFORD ASSTD LIVING HEALTH CENTER 11 BURTON HILLS BLVD NASHVILLE TN 37215 300119048 DORMANT TN 501(C)(3) LINE 10 BLAKEFORD INC 0 LIVEWELL BY BLAKEFORD INC 11 BURTON HILLS BLVD NASHVILLE TN 37215 464780380 HOME CARE SERVICES TN 501(C)(3) LINE 10 BLAKEFORD INC 0 BLAKEFORD AT GREEN HILLS 11 BURTON HILLS BLVD NASHVILLE TN 37215 621533400 SENIOR LIVING TN 501(C)(3) LINE 10 BLAKEFORD INC 0 BLAKEFORD FOUNDATION 11 BURTON HILLS BLVD NASHVILLE TN 37215 934207658 SUPPORT ORGANIZATION TN 501(C)(3) LINE 12B, II BLAKEFORD INC 0 BLAKEFORD DEVELOPMENT SERVICES 11 BURTON HILLS BLVD NASHVILLE TN 37215 208591698 DEV. CO. RETIREMENT COMMUNITY TN N/A C 0 BLAKEFORD MANAGEMENT SERVICES 11 BURTON HILLS BLVD NASHVILLE TN 37215 208591838 MGMT. CO. FOR SENIOR HOUSING TN N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0